Find a Client via Zapier

For instructions on how to access the ProcessKit Zapier integration, click here.  

You can also see instructions on using ProcessKit as an "action" and as a "trigger".

In some cases, you'll need to find an existing client in your ProcessKit so that you can then have Zapier associate this client with a project, or make updates to this client.

To do this, use the "Find a Client" action in Zapier.  This will search for an existing client by their exact name.

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